[0001] This invention relates to an actuator and, more particularly, to a valve actuator
operated by pneumatic gas or hydraulic means wherein linear motion is converted into
angular motion. The "scotch yoke" mechanism for converting linear force and motion
by mechanical advantage to a nominal 90 degree maximum rotational force and motion
has been used extensively in the valve actuator industry for many years and the present
invention aims to provide an improvement of this type of valve actuator.
[0002] Valve actuators when powered by pressure sources are required to be manufactured
with the customer selected option of a manual override device. This device allows
the operator to operate the valve to the required degree of rotation by direct manual
means ie without the requirement of the normal external energy source. This function
is achieved by various means dependent upon the size of the valve actuator torque
force required.
[0003] In normal practice, large actuators are manually operated by hydraulic means, intermediate
units by a mechanical means, normally a hand wheel and reduction gearing or other
means of multiplying the manual input, and smaller units are operated by direct jack
screw input. It is generic in the industry that a force of 80 lbs is the maximum human
output for force calculations in this work activity.
[0004] Of the known devices mentioned above, a hydraulic override system comprises a hand
pump capable of generating sufficient thrust to rotate the valve. The system is complex,
expensive to manufacture and is used where high forces are necessary.
[0005] Manual gearing devices provide manual force multiplication normally by a hand operated
wheel connected by means of gearing to the actuator torque producing mechanism. Operation
of the hand wheel thus generates rotation of the valve.
[0006] A jack screw override comprises a threaded jack shaft that can be fitted directly
to the power cylinder of the actuator and by screwing the shaft into the actuator
generates longitudinal travel of the piston giving rotation of the valve. This system
is available in pressurised or non pressurised versions.
[0007] A pressurised system comprises a permanently fitted jack screw applied to the power
cylinder. This is a complex arrangement as it is possible for the operator to enter
the jack screw into a pressurised cylinder. The system, therefore, must carry large
venting/exhaust paths for the pressurised power source, or alternatively the override
casings must be designed to withstand the operating pressure. In many cases, actuators
in this environment are operated directly by gas, this gas may cause severe corrosive
attacks leading to early failure of the gearing.
[0008] A non-pressurised system normally requires the removal of a plug from the cylinder
outer end plate. Once removed, the aforementioned threaded hexagon ended or similarly
configured jack screw is fitted to the correspondingly threaded boss in the cylinder
end plate. Rotation of the jack screw generates valve rotation by creating a thrust
to the actuator piston assembly ie directly replacing the normal pressure power source.
The weakness of the system is that the plug must be removed from the cylinder this
is a dangerous practice and is not considered suitable or fit for this purpose.
[0009] The present invention aims to overcome or at least mitigate the problems associated
with the known devices discussed above.
[0010] According to one aspect of the present invention there is provided an actuator for
converting linear motion into rotational motion comprising a pressure chamber for
receiving a working fluid, an actuator housing having a longitudinal slot provided
therein, a yoke frame provided within the housing, a shaft passing through the longitudinal
slot into the yoke frame, a thrust pin mounted on the shaft within the yoke frame,
return means for countering working fluid pressure and an override device which allows
forces stored within the actuator to be released in the event of failure of the actuator.
[0011] Advantageously, the shaft is longitudinally slidable within the slot.
Conveniently, the return means comprises a spring within a spring module mounted on
the housing of the actuator and operatively connected to the shaft.
Preferably, the override device comprises a safety device wherein hooks are provided
on the spring module and corresponding apertures are provided on the housing to cooperate
with the hooks.
Advantageously, the override device comprises a hand wheel or a wrench drive for manual
actuation of the actuator.
[0012] An embodiment of the present invention will now be described by way of example with
reference to the accompanying drawings in which:
Figure 1 is a schematic view of an actuator according to one aspect of the present
invention;
Figure 1A is a sectional view of the actuator according to one aspect of the present
invention;
Figure 1B is a cross-sectional view of the actuator of Figure 1A;
Figure 2 is a schematic view of a spring cartridge module of the actuator of Figure
1;
Figure 3 is a further schematic view of the spring cartridge module of Figure 1;
Figure 4 is a side view of the plate face of the module of Figure 2;
Figure 5 is a view of the plate face of Figure 4 in an un-locked condition, and
Figure 6 is a view of the plate face of Figure 4 in a locked condition.
[0013] Turning to the figures there is shown an actuator having a housing 1 which is provided
with a machined longitudinal rectangular hollow section 2 therein. A yoke frame 3
of a known type is slidably received within the longitudinal hollow section. The yoke
frame 3 may bear directly within the housing 1 or alternatively may incorporate bearings
to the slide surfaces between the yoke frame 3 and the housing 1. Furthermore, the
yoke frame 3 may be formed of one or two plates as shown by the dotted lines in Figure
1.
[0014] A pair of shafts A, B are slidably received within the hollow rectangular section.
The shafts, one of which is shown in Figure 1A are connected to the piston of the
actuator and are moved longitudinally within the rectangular section by fluid pressure
within the pressure chamber of the actuator. The shafts bear in the longitudinal slot
and are in contact with the bearing surfaces at all times. This ensures that the actuator
is subjected to very low bearing stresses due to the relatively large area of the
shafts in contact with the bearing surfaces.
[0015] Within the yoke frame 3 there is provided a thrust pin 4 which is located to co-operate
with the yoke arm of the yoke frame. The thrust pin 4 is located in a transverse bore
through the shafts A and B and may for example be a pin and block arrangement. This
arrangement is the means for producing rotary output motion from the actuator.
[0016] A spring cartridge module 5 is joined to the actuator housing 1 by fasteners or screwed
tie bars 6. A screwed shaft 7 (not shown in Figure 1A) is located longitudinally at
the end plate of the spring cartridge. The shaft 7 may rotate but cannot travel in
a longitudinal axis. The shaft 7 may rotate on a low friction device such as a needle
ball/bearing thrust disc or other similar low friction bearing 8. The shaft 7 may
be rotated externally of the plate by means of a hand wheel 9 or other type of wrench
drive 10. Options requiring an output thrust greater than that generated by direct
manual operation (Eg 80 lbs force applied to a hand wheel 9 or wrench limited in size
due to product and/or industry acceptable wheel or wrench envelope) will incorporate
an external device such as a gear chain belt or other such device and may be operated
by an input shaft with its axis either longitudinal or at any angle to the actuator
longitudinal axis.
[0017] The override thrust and locating components may be sealed against environmental ingress
by a suitable arrangement. A locking device may be fitted to prevent uncontrolled
rotation of the override screw.
[0018] The inner end of the screwed shaft 7 enters through the yoke frame 3 and screws into
a second thrust nut 4', the nut being held captive to prevent rotation with the yoke
frame 3. The nut 4' is prevented from unscrewing off the end of the shaft 7 by a circlip,
split pin 11 or roll pin.
[0019] The spring cartridge module 5 incorporates stored energy mainly be means of compressed
springs 12 or alternatively other force imparting means could be constructed within
the assembly.
[0020] A safety device is connected to the abutting faces of the spring cartridge module
5 and actuator housing 1. The safety device comprises a retention device such that
failure or removal of the retaining fasteners whilst spring force is being generated
would result in the spring cartridge being retained by the safety device to the actuator
housing.
[0021] The end face 13 of the housing 1 incorporates two or more through holes 14 which
are accessible from the internal side of the housing end face. The spring cartridge
module front mounting plate face incorporates 2 or more hook shaped devices 15. The
tip of each of the hook shaped devices 15 terminates in a spigot 16 with a diameter
such that a clearance entry to the hole 14 in the actuator end face is possible.
[0022] The assembly of the unit permits the retaining devices to enter into the actuator
housing 1 and be rotated to a position in which the retaining fasteners 14,16 are
aligned. In this alignment the hook part 15 of the safety device is located with slight
clearance immediately above the inner face entry of the hole 14 through the housing
end face.
[0023] The principle of operation of the device is that for normal actuator operation ie
by pressure source, the override mechanism remains in the park position, as shown
in Figure 5 the device incorporating lost longitudinal motion by allowing the internal
end of the rectangular thrust face of the yoke frame 3 to travel slidingly along the
non rotating override screw shaft 7. Rotation of the hand wheel 9, wrench drive or
other rotational input device by the operator causes the override thrust nut 4' to
screw up the shaft 7 abutting the inner end of the scotch yoke frame 3 and causes
the actuator to rotate.
[0024] In the process of actuator rotation, a spring force is compressed opposing the actuator
rotation being generated by rotation of the hand wheel 9. Reverse rotation of the
manual override screw turning device allows the compressed spring force to be released
causing actuator rotation.
[0025] Failure or removal of the normal retaining means of the spring cartridge module 5
with stored energy present would result in the cartridge moving outwards from the
actuator housing 1. During this action the spigots 16 provided on the hooks 15 of
the safety device enter the holes 14 thus retaining the spring cartridge in position.
A further safety benefit is that disengagement of this device is not possible by rotation
alone.
The device as described is used for a single acting device however this may be changed
to a double acting device by the application of a force imparting means applying push
or pull forces to either one or other end of the yoke frame 3.
[0026] The advantages of this devices are that the device is lightweight and extremely simple
to construct,. It cannot slip from engagement and there is an extremely low risk of
seizure. There is no connection to any pressurized source therefore no removal of
plugs is necessary and no danger to the operator should the actuator be allowed to
operate by pressure source during the manual override operation.
[0027] It is to be understood that although the preferred embodiment of the present invention
has been described as having a spring retention module and an override safety device,
an embodiment of the invention is envisaged without the spring retention device.
1. An actuator for converting linear motion into rotational motion comprising a pressure
chamber for receiving a working fluid, an actuator housing having a longitudinal slot
provided therein, a yoke frame provided within the housing, a shaft passing through
the longitudinal slot into the yoke frame, a thrust pin mounted on the shaft within
the yoke frame, return means for countering working fluid pressure and an override
device remote from the pressure chamber which allows forces stored within the actuator
to be released in the event of failure of the actuator.
2. An actuator according to claim 1 wherein the shaft is longitudinally slidable within
the slot.
3. An actuator according to claim 1 or 2, wherein the return means comprises a spring
within a module mounted on the housing of the actuator and operatively connected to
the shaft.
4. An actuator according to claim 3, wherein the override device comprises a safety device
wherein hooks are provided on the spring module and corresponding apertures are provided
on the housing to cooperate with the hooks.
5. An actuator according to any one of the preceding claims, wherein the override device
comprises a hand wheel or a wrench drive for manual actuation of the actuator.